MELFA WEALTH MANAGEMENT, INC.: PCF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MELFA WEALTH MANAGEMENT, INC. on PCF, newest first. How the timeline and the estimate are built.
MELFA WEALTH MANAGEMENT, INC. held 61,119 PCF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 61,119 sharesChange vs previous 13F +30,397 shares
0.18% of the 13F portfolio, value $334,320.
13F-HR 0001951757-26-001038 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,722 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $169,584.
13F-HR 0001951757-26-000574 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,722 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $188,939.
13F-HR 0001951757-26-000195 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,722 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $195,083.
13F-HR 0001951757-25-001204 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,722 sharesChange vs previous 13F -924 shares
0.12% of the 13F portfolio, value $195,083.
13F-HR 0001951757-25-000882 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,646 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $210,444.
13F-HR 0001951757-25-000490 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,646 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $206,647.
13F-HR 0001951757-25-000064 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,646 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $216,140.
13F-HR 0001951757-24-001047 filed by MELFA WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).